McCarthy v. Kelley

206 P. 782, 63 Mont. 233, 1922 Mont. LEXIS 86
CourtMontana Supreme Court
DecidedMay 1, 1922
DocketNo. 5,041
StatusPublished
Cited by5 cases

This text of 206 P. 782 (McCarthy v. Kelley) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McCarthy v. Kelley, 206 P. 782, 63 Mont. 233, 1922 Mont. LEXIS 86 (Mo. 1922).

Opinion

MR COMMISSIONER COMER

prepared the opinion for the court.

This is an appeal from a judgment dissolving a temporary, and denying a permanent, injunction.

November 15, 1921, appellant Clara McCarthy, plaintiff in the district court in this case, made and caused to be recorded a homestead declaration for agricultural land, selecting as her homestead: “All her interest and equity in and to the hereinafter described lands and premises, being an undivided one-half (%) interest and equity in and to the following described lands, to-wit: The south half of the southwest quarter (S.% SW.14), the west half of the southeast quarter (W.% SE.14), and the east half of the southeast quarter (E.% SE.14) of section four (4) township eighteen (18) north of range eight (8) east, Montana Meridian, Judith Basin county, Montana, containing two hundred forty (240) acres; according to the government survey thereof returned to the General Land Office by the Surveyor General; together with the dwelling house and all other improvements thereon and appurtenant thereto; said land, dwelling house and other [235]*235improvements thereon being situated in the county of' Judith Basin, state of Montana; said undivided one-half (%) interest and equity in and to said land contains and embraces one hundred twenty (120) acres.”

In another paragraph of said declaration it is alleged: ‘ ‘ The undersigned, Clara McCarthy, claims as homestead an undivided one-half (%) interest and equity in and to the above-described land and premises; the actual cash value of said undivided one-half (%) interest and equity in and to said land and premises, together with the improvements thereon, is twenty-four hundred ($2400.00) dollars; that she makes this selection and declaration of homestead for the benefit of herself and her said husband, under and in conformity with the provisions of the statutes and laws .of the state of Montana, and in particular under and in conformity with sections 4719-4722, Revised Codes of Montana, 1907.”

These are all the portions of said declaration necessary to be considered on this appeal.

November 23, 1921, respondent Matilda Lindsay, defendant in the district court in this proceeding, obtained a judgment against said Clara McCarthy, for an amount in excess of $3,000, and procured the issuance and levy of a writ of execution upon the interest of said homestead claimant in the real estate described, the defendant C. H. Kelley, as sheriff, making the levy. Thereupon, the claimant, Clara McCarthy, as plaintiff, commenced this action against Matilda Lindsay and the sheriff, as defendants, seeking to enjoin the sale. In the district court, all of the issiies were conceded in favor of the plaintiff, the homestead claimant, except the defendants allege in their answer that the declaration of homestead is void in that the claimant attempted to declare a homestead upon an area greatly in excess of that allowed by law. Judgment was rendered in favor of the defendants in the district court, and plaintiff appeals therefrom.

Section 4 of Article XIX of the Constitution of Montana provides that the legislative assembly shall enact liberal home[236]*236stead and exemption, laws. Pursuant thereto, our legislature adopted, into the Code of 1895, provisions for the selection of homesteads, fixing certain limitations as to the value and area. (Secs. 1670-1703, inc., Civ, Code Mont. 1895.) These sections were carried forward into the Revised Codes of 1907 as sections 4694 to 4722, inclusive, and are now known as sections 6945 to 6973, inclusive, Revised Codes of 1921. Prior to the adoption of our present Homestead Law into [1,2] the Civil Code of 1895, our Homestead Law was contained in the Compiled Statutes of Montana of 1887, First Division, sections 322 to 330, inclusive, which required no homestead declaration. Occupancy was sufficient. (Yerrick v. Higgins, 22 Mont. 502, 57 Pac. 95.) In 1887, it was held, under section 322, Division 1, of the Compiled Statutes of 1887, that a cotenant is an owner and as such is entitled to the homestead exemption allowed by said section, in real estate helddn cotenancy. (Lindley v. Davis, 7 Mont. 206, 14 Pac. 717.) In 1893, this court determined that, under said section 322, a partner is entitled to- claim and hold a homestead exemption out of the partnership estate. (Ferguson v. Speith, 13 Mont. 487, 40 Am. St. Rep. 459, 34 Pac. 1020.) A homestead declaration made under the Homestead Laws of 1895 is not invalid, even though the property sought to be exempted has a greater value than $2,500 (Mitchell v. McCormick, 22 Mont. 249, 56 Pac. 216), but a declaration made under section 1693 of the Civil Code of 1895, claiming as exempt real estate of an area greater than that allowed by such law, is void. (Yerrick v. Higgins, supra.) In this case, claimant attempted to exempt certain city lots, whose combined area- was 2,100 square feet in excess of one-fourth of an acre. In speaking of the necessity for an accurate statement of the area of the real estate claimed as exempt, Mr. Chief Justice Brantly said: “The question, then, as to what is a compliance with the law in respect to the area to be claimed, must necessarily be answered in the statement that the premises described in the declaration must fall within the [237]*237statutory limit, otherwise the declaration is ineffective to exempt the property claimed. We are confirmed in this conclusion when we remember that area is a matter of accurate measurement, and easily ascertainable.”

Thus, we find that under opr Homestead Law, as- interpreted and construed by this court, a failure to accurately set forth the value of the premises claimed as exempt, does not invalidate the declaration, but the provisions defining the area must be strictly followed, and that the homestead exemption is a statutory right which can be secured only by complying strictly with the requirements of our state legislature, as expressed in our law relating to homesteads. (Yerrick v. Higgins, supra.)

May, then, an owner of an undivided one-half interest or equity in 240 acres of real estate declare a homestead upon all of his interest or equity in the 240 acres, and what is the effect of such a declaration? It is manifest at once, from a statement of the question, that an area is attempted to be exempted as a homestead greater than 160 acres—the amount contemplated by the statute. The statute expressly declares, with reference to agricultural land, that the homestead may be selected and claimed, consisting of any quantity of land not exceeding 160 acres. (Sec. 6968, Rev. Codes, 1921.) If the declaration in this case is valid, then an area greater than 160 acres may be claimed as a homestead, which is expressly inhibited by the plain provisions of the Homestead Law. Plaintiff, to sustain her contention, must take the position that a homestead may be claimed upon any interest or equity, however slight in amount or degree, and regardless of the area over or through which it extends. If plaintiff’s contention is true, then one owning an undivided one-tenth interest in 1,600 acres could claim the same as a homestead. In fact, the area which might be selected would be unlimited, so long as the claimant had some interest therein, however slight.

But counsel for plaintiff assert that the intent of the legislature was to give a homestead exemption upon the “in[238]

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Bluebook (online)
206 P. 782, 63 Mont. 233, 1922 Mont. LEXIS 86, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccarthy-v-kelley-mont-1922.